Capital World Investors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-647
| Closed | -$249K | – | 532 |
|
|
2022
Q4 | $249K | Buy |
+647
| New | +$249K | ﹤0.01% | 536 |
|
|
2021
Q3 | – | Sell |
-10,764
| Closed | -$4.62M | – | 621 |
|
|
2021
Q2 | $4.62M | Buy |
10,764
+1,286
| +14% | +$552K | ﹤0.01% | 581 |
|
|
2021
Q1 | $3.76M | Buy |
9,478
+2,295
| +32% | +$909K | ﹤0.01% | 567 |
|
|
2020
Q4 | $2.68M | Buy |
+7,183
| New | +$2.68M | ﹤0.01% | 543 |
|